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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2101
Advyzon Investment Management
Illinois
$477K -$40K -960 -8%
BWA
2102
Bestgate Wealth Advisors
Maryland
$476K +$21.6K +520 +5%
CSPIA
2103
Cary Street Partners Investment Advisory
Virginia
$476K +$142K +3,403 +48%
HCMT
2104
Highland Capital Management (Tennessee)
Tennessee
$475K -$455K -10,941 -51%
IA
2105
IFC Advisors
California
$475K +$6.79K +163 +2%
MW
2106
MBL Wealth
North Carolina
$475K -$225K -5,397 -34%
MAWA
2107
Moss Adams Wealth Advisors
Washington
$471K +$88.8K +2,133 +26%
DWM
2108
Drive Wealth Management
Utah
$471K -$46.1K -1,108 -10%
FIBT
2109
First International Bank & Trust
North Dakota
$470K +$138K +3,326 +47%
CNBTD
2110
Citizens National Bank Trust Department
Mississippi
$470K +$41.6K +1,000 +11%
MCA
2111
Millennium Capital Advisors
Arkansas
$470K -$54.1K -1,300 -11%
BCG
2112
Bravias Capital Group
New Jersey
$469K +$3.16K +76 +0.7%
CE
2113
Cornerstone Enterprises
Wisconsin
$469K -$5.13M -123,134 -92%
MFG
2114
Midwest Financial Group
Kansas
$468K -$4.16K -100 -1%
BFG
2115
Berger Financial Group
Minnesota
$468K -$18.9K -454 -4%
LIG
2116
Lokken Investment Group
Delaware
$467K -$12.9K -309 -3%
OF
2117
Outfitter Financial
Maine
$467K -$48.7K -1,170 -10%
BFWA
2118
Benchmark Financial Wealth Advisors
Florida
$467K +$68.7K +1,650 +19%
ME
2119
McIlrath & Eck
Washington
$466K -$78.3K -1,882 -15%
CHP
2120
Cable Hill Partners
Oregon
$465K +$77.5K +1,862 +21%
CFFP
2121
Center for Financial Planning
Michigan
$464K +$58.2K +1,397 +16%
AGWCA
2122
Annis Gardner Whiting Capital Advisors
Florida
$464K +$4.95K +119 +1%
NWMG
2123
National Wealth Management Group
Ohio
$463K +$425K +10,209 New
BFO
2124
Biltmore Family Office
North Carolina
$463K +$41.6K +1,000 +11%
WRPWM
2125
Werba Rubin Papier Wealth Management
California
$462K -$33.8K -813 -7%